TT
SCG

Tiedemann Trust’s Scana SCG Stock Holding History

Tiedemann Trust’s Portfolio SCG Stock Details SCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$4.22M Sell
55,779
-6,040
-10% -$423K 0.78% 26
2016
Q1 		$4.34M Sell
61,819
-59,090
-49% -$3.82M 0.67% 27
2015
Q4 		$7.31M Buy
+120,909
New +$7.09M 1.06% 28

Other funds holding SCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiedemann Trust's SCG Position: Q2 2016 in Review

Tiedemann Trust reduced its Scana (SCG) stake by 9.8% in Q2 2016, selling an estimated $423K and leaving 55,779 shares worth $4.22M. The position accounts for 0.78% of the portfolio, ranked #26.

Tiedemann Trust first reported a position in SCG in Q4 2015 and has held it in 3 quarters since. The position peaked at $7.31M in Q4 2015. 520 funds tracked by Wall St. Rank hold SCG as of Q2 2016.

  • Tiedemann Trust held 55,779 shares of Scana worth $4.22M as of Q2 2016.
  • Tiedemann Trust sold 6,040 Scana shares in Q2 2016, an estimated $423K.
  • Scana made up 0.78% of Tiedemann Trust's portfolio in Q2 2016, its #26 holding.
  • Tiedemann Trust first reported a position in Scana in Q4 2015 and has held it in 3 quarters since.
  • Tiedemann Trust's Scana position peaked at $7.31M in Q4 2015.
  • 520 funds tracked by Wall St. Rank held Scana as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.